Discount approval workflow with deal desk controls
BusinessTaxonomy Seed · 2026-01-06 · sales/quoting-pricing/pricing-discounts/discount-approval
Export this topic branch
As a Account Executive, I want to request discounts that route for approval based on margin and amount, so that we protect profitability and keep approvals auditable.
As a Account Executive
I want request discounts that route for approval based on margin and amount
So that we protect profitability and keep approvals auditable
Capability tags
Required features
Acceptance criteria
- Approval rules consider discount %, margin impact, and deal size.
- Approvals support delegation and multi-step routing.
- Approved discounts are applied to the quote and locked unless re-approved.